| Owner | Title | From | %Ownership |
|---|---|---|---|
| Applegarth, Mark, Daniel | Treasurer | 09/2020 | < 5% |
| Clarke, Eric, Reese | Elected Manager | 09/2020 | |
| Burns, Michael, Roy | Elected Manager | 09/2020 | |
| Crockett, Todd, Richard | Elected Manager | 09/2020 | |
| Beach, Kylee, Marie | Chief Legal Officer/secretary | 09/2020 | < 5% |
| Orion Adviser Solutions, Inc. | Sole Member | 09/2020 | > 75% |
| Ferko, Brian, Michael | Chief Compliance Officer | 09/2020 | < 5% |
| Beaman, Noreen, Darcy | President | 09/2020 | < 5% |
| Green, Philip, Franklin | Chief Financial Officer | 09/2020 | < 5% |
| GT Polaris Holdings, Inc | Stockholder | 09/2020 | > 75% |
| Genstar IX GP LLC | General Partner | 09/2020 | |
| GT Polaris Holdings, L.P. | Stockholder | 09/2020 | > 75% |
| Genstar Capital IX, L.P. | General Partner | 09/2020 | |
| Genstar Capital Partners IX, L.P. | 50% Member | 09/2020 | |
| GT Polaris GP, LLC. | General Partner | 09/2020 | |
| Ta Associates Cayman, LTD | 50% Member | 09/2020 | |
| GT Polaris Midco, Inc. | Stockholder | 09/2020 | > 75% |
| Mcconnell, Brendan, Patrick | Chief Operating Officer | 09/2020 | < 5% |
| Raupp, Jeffrey, William | Chief Investment Officer | 09/2020 | < 5% |
| Moore, Jason, Bradford | Chief Solutions Officer | 09/2020 | < 5% |
| Ramakrishnan, Siddharth | Elected Manager | 09/2020 | |
| Salewski, Anthony, Jon | Elected Manager | 09/2020 | |
| Beaman, Noreen, Darcy | Elected Manager | 09/2020 |
